Looking to diversify beyond APUSX? The mutual funds below have historically moved differently from APUSX, which may reduce portfolio volatility when combined in a suitable allocation. The stock ideas table highlights individual companies with the same low-correlation characteristics. Correlation can change and does not guarantee that one asset will rise when another falls.
Best Diversifiers for APUSX
229 mutual funds have low correlation with APUSX (below 0.3), 3 of which are negatively correlated. The least correlated is Cavanal Hill World Energy Fund (APWEX) (Energy Equities) with a 1Y correlation of -0.09, roughly unchanged from -0.00 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Cavanal Hill World Energy Fund | -0.09 | -0.01 | -0.00 | 64 | Energy Equities | APUSX vs APWEX | |
| Cavanal Hill World Energy Fund Institutional Class | -0.08 | -0.01 | -0.00 | 60 | Energy Equities | APUSX vs AIWEX | |
| DFA California Municipal Real Return Portfolio | -0.03 | 0.02 | 0.09 | 91 | Municipal Bonds | APUSX vs DCARX | |
| DFA Municipal Real Return Portfolio | 0.01 | 0.02 | 0.12 | 94 | Municipal Bonds | APUSX vs DMREX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05 | 0.02 | 0.04 | 72 | Diversified Portfolio, Municipal Bonds | APUSX vs VTMFX |
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